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Stirlingshire Investments, Inc. — 13F Holdings & Portfolio

CIK 1829271 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Stirlingshire Investments, Inc. manages $134.9M in 13F-reported U.S. long-equity assets across 221 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JAAA (3.51%), VCSH (3.18%), MGV (2.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 59 new positions and exited 34; 93 existing positions rose in reported value and 32 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$134.9M

Long-equity book

Holdings
221

Distinct positions

Period
2026-06-30

Filed 2026-07-31

Q/Q Activity
+59 / −34 / ↑93 / ↓32

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
JAAA3.5% · +11%VCSH3.2% · 0%MGV2.8% · +1%VUSB2.7% · +39%VTI2.1% · -10%VBR2.1% · -9%CWB2.0% · -0%VGIT1.8% · -2%DFAC1.7% · -8%AAPL1.6% · +6%IVV1.5% · +27%ZECP1.4% · +0%QQQY1.3% · -2%SPYM1.2% · -2%AGG1.2% · +17%JEPI1.2% · -0%NVDA1.1% · +2%BIL1.1% · -31%GOOG0.9% · +21%WDTE0.9% · +0%NVDY0.9% · +4%SPY0.9% · -1%VEA0.9% · -11%IXUS0.8% · +0%MO0.8% · +29%IUSB0.7% · +4%MUB0.7% · +4%VOE0.7% · +43%VTEB0.7% · -1%KBE0.7% · -1%DFIC0.6% · -12%QUIZ0.6% · +11%AMAT0.6% · +15%SMIZ0.6% · -1%GLD0.6% · -22%MNST0.6% · +19%AMZY0.6% · +8%KLAC0.6% · +1026%DFSD0.6% · +8%DCOR0.6% · -3%MINT0.6% · -28%AMZN0.6% · +2%DYNF0.5% · +3%EXPD0.5% · +40%STX0.5% · -17%LRCX0.5% · +23%PLTY0.5% · +8%JEPQ0.5% · +13%PRU0.5% · +38%TSLY0.5% · +13%HYG0.5% · +5%HWM0.5% · +47%TSM0.5% · +50%FHI0.5% · +49%AIRR0.5% · +22%ROST0.5% · +143%MU0.5% · newMLI0.5% · +30%BALT0.5% · +6%DFUS0.5% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 23.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 24, 2026.

Assets Under Management
$244.6M
Discretionary
$244.6M
Employees
29
Accounts
1,450
Address
15 W 38TH ST.
#704
NEW YORK, NY 10018
Phone
(877) 600-7026
Website
This firm reports 1 disclosure item on its registration.
Name Title / Status Ownership Type
Gilman, Candice, Lee ControlCHIEF COMPLIANCE OFFICER
since Aug 2026
Less than 5%Individual
STIRLINGSHIRE INVESTMENTS, INC. ControlMEMBER
since Jun 2023
75% or moreDomestic Entity
WOODS, STEVEN, MACKIE ControlCEO
since Jun 2023
Less than 5%Individual
WOODS, STEVEN, MACKIE Control
Indirect owner via STIRLINGSHIRE INVESTMENTS, INC.
MANAGING MEMBER, CEO
since Jun 2023
50–75%Individual
Ownership & leadership changes · 5 filings with changes since Aug 1, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 5, 2026 filing
  • No longer listedLondon, Mara · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2025
  • AddedGilman, Candice, Lee · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
May 14, 2025 filing
  • No longer listedMARCUS, DEBORAH, NMN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2024
  • AddedLondon, Mara · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 29, 2024 filing
  • ChangedWOODS, STEVEN, MACKIE · indirect via STIRLINGSHIRE INVESTMENTS, INC.: ownership 75% or more → 50–75%
May 20, 2024 filing
  • No longer listedDORMAN, ANDREW, BENNETT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2023
  • AddedMARCUS, DEBORAH, NMN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 28, 2023 filing
  • AddedWOODS, STEVEN, MACKIE · CEO · Less than 5% · control person
Aug 1, 2023 filing (earliest on record)
  • ListedDORMAN, ANDREW, BENNETT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSTIRLINGSHIRE INVESTMENTS, INC. · MEMBER · 75% or more · control person
  • ListedWOODS, STEVEN, MACKIE · MANAGING MEMBER, CEO · 75% or more · indirect via STIRLINGSHIRE INVESTMENTS, INC. · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 93 →

Top Trims

Show all 32 →

New Positions

Show all 59 →

Exited Positions

Show all 34 →

Stirlingshire Investments, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 JANUS DETROIT STR TR JAAA 47103U845 $4.7M 3.51% 93,437 SH
2 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $4.3M 3.18% 54,228 SH
3 VANGUARD WORLD FD MGV 921910840 $3.8M 2.84% 23,452 SH
4 VANGUARD BD INDEX FDS VUSB 92203C303 $3.7M 2.74% 74,283 SH
5 VANGUARD INDEX FDS VTI 922908769 $2.9M 2.13% 7,779 SH
6 VANGUARD INDEX FDS VBR 922908611 $2.9M 2.12% 11,749 SH
7 SPDR SERIES TRUST CWB 78464A359 $2.7M 2.01% 25,130 SH
8 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $2.4M 1.78% 40,586 SH
9 DIMENSIONAL ETF TRUST DFAC 25434V708 $2.3M 1.69% 51,334 SH
10 APPLE INC AAPL 037833100 $2.1M 1.58% 7,357 SH
11 ISHARES TR IVV 464287200 $2.0M 1.48% 2,671 SH
12 ZACKS TRUST ZECP 98888G105 $1.9M 1.39% 49,507 SH
13 TIDAL TRUST II QQQY 88636J154 $1.7M 1.30% 72,658 SH
14 SPDR SERIES TRUST SPYM 78464A854 $1.7M 1.24% 18,988 SH
15 ISHARES TR AGG 464287226 $1.6M 1.20% 16,308 SH
16 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.6M 1.18% 28,174 SH
17 NVIDIA CORPORATION NVDA 67066G104 $1.5M 1.11% 7,455 SH
18 SPDR SERIES TRUST BIL 78468R663 $1.4M 1.07% 15,740 SH
19 ALPHABET INC GOOG 02079K107 $1.3M 0.94% 3,585 SH
20 TIDAL TRUST II WDTE 88636J147 $1.3M 0.93% 42,004 SH
21 TIDAL TRUST II NVDY 88634T774 $1.2M 0.90% 97,849 SH
22 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 0.88% 1,583 SH
23 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.2M 0.87% 16,415 SH
24 ISHARES TR IXUS 46432F834 $1.1M 0.83% 11,787 SH
25 ALTRIA GROUP INC MO 02209S103 $1.1M 0.80% 14,704 SH
26 ISHARES TR IUSB 46434V613 $979.8K 0.73% 21,209 SH
27 ISHARES TR MUB 464288414 $942.6K 0.70% 8,759 SH
28 VANGUARD INDEX FDS VOE 922908512 $942.0K 0.70% 4,767 SH
29 VANGUARD MUN BD FDS VTEB 922907746 $918.3K 0.68% 18,156 SH
30 SPDR SERIES TRUST KBE 78464A797 $887.0K 0.66% 13,003 SH
31 DIMENSIONAL ETF TRUST DFIC 25434V799 $863.3K 0.64% 23,170 SH
32 ZACKS TRUST QUIZ 98888G881 $862.1K 0.64% 29,507 SH
33 APPLIED MATLS INC AMAT 038222105 $818.2K 0.61% 1,132 SH
34 ZACKS TRUST SMIZ 98888G204 $814.6K 0.60% 18,257 SH
35 SPDR GOLD TR GLD 78463V107 $807.1K 0.60% 2,191 SH
36 MONSTER BEVERAGE CORP NEW MNST 61174X109 $806.2K 0.60% 8,388 SH
37 TIDAL TRUST II AMZY 88634T840 $798.5K 0.59% 74,763 SH
38 KLA CORP KLAC 482480100 $791.7K 0.59% 2,624 SH
39 DIMENSIONAL ETF TRUST DFSD 25434V864 $764.1K 0.57% 16,001 SH
40 DIMENSIONAL ETF TRUST DCOR 25434V625 $748.0K 0.55% 9,124 SH
41 PIMCO ETF TR MINT 72201R833 $747.1K 0.55% 7,411 SH
42 AMAZON COM INC AMZN 023135106 $743.4K 0.55% 3,119 SH
43 BLACKROCK ETF TRUST DYNF 09290C103 $733.4K 0.54% 10,784 SH
44 EXPEDITORS INTL WASH INC EXPD 302130109 $732.4K 0.54% 4,493 SH
45 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $729.2K 0.54% 755 SH
46 LAM RESEARCH CORP LRCX 512807306 $723.4K 0.54% 1,669 SH
47 TIDAL TRUST II PLTY 88636R800 $685.9K 0.51% 24,184 SH
48 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $681.4K 0.51% 11,087 SH
49 PRUDENTIAL FINL INC PRU 744320102 $674.8K 0.50% 6,252 SH
50 TIDAL TRUST II TSLY 88636X880 $666.8K 0.49% 23,364 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $134.9M 221 0001172661-26-002982
2026-03-31 2026-05-04 $114.0M 196 0001172661-26-001591
2025-12-31 2026-02-11 $112.7M 186 0001172661-26-000634
Filer Information
Address
15 W 38TH ST.
#704
NEW YORK, NY 10018
Phone
(646) 784-7106
Filing Manager
Stirlingshire Investments, Inc.
NEW YORK, NY
Signatory
Steven Woods
CEO